Tyler-Stone Wealth Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $330K | Sell |
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|
2025
Q1 | $332K | Buy |
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|
2024
Q4 | $295K | Buy |
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|
2024
Q3 | $323K | Buy |
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|
2024
Q2 | $109K | Hold |
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|
2024
Q1 | $101K | Buy |
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|
2023
Q4 | $70.9K | Sell |
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|
2023
Q3 | $72K | Buy |
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|
2023
Q2 | $50K | Buy |
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|
2022
Q4 | $62K | Hold |
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|
2022
Q3 | $59K | Hold |
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|
2022
Q2 | $62K | Hold |
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|
2022
Q1 | $63K | Buy |
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|
2021
Q4 | $56K | Buy |
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